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Oct 9, 2012
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what matters is the current prospect of the business. here is the bottom line. pundits, scare the buyers as best you can. remind them about what happened the last time someone got drunk and texted a buy order while driving. me? i'm going to figure out a buy order and then admonish you to do some buying. billy in pennsylvania. >> yes, booyah to you jim. i bought smucker's. my problem is there is a short a shortage in the container division. how concerned should i be? >> it was a lo gist tick problem. i really like it. i was thinking about recommending the stock in a separate piece today. billy, you are in good shape with smucker's. let's go to mary in virginia. hi, jim, i heard you mention carmax yesterday on your program. and i know it went up in price. i know so many of my neighbors seem to be buying used cars rather than new this year. is this a good time to buy? >> i like to buy them after they come in. and then it comes back down. when it comes back down, you remember it and then you pull the trigger. that is the way we make the biggest money. the past is no
what matters is the current prospect of the business. here is the bottom line. pundits, scare the buyers as best you can. remind them about what happened the last time someone got drunk and texted a buy order while driving. me? i'm going to figure out a buy order and then admonish you to do some buying. billy in pennsylvania. >> yes, booyah to you jim. i bought smucker's. my problem is there is a short a shortage in the container division. how concerned should i be? >> it was a lo...
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Oct 10, 2012
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to the bottom line. is this going to be the strategy going forward because you've still got a great balance sheet after the acquisitions you've done? >> we stepped back a couple years ago and said let's have a really clear strategic roadmap as we go forward because frankly we looked in the mirror and said we need to start to transform this portfolio so we can deliver the kind of growth that will deliver the kind of shareholder value that we want to. and because of that, we put together a very disciplined strategy to go after three pillars of growth. we call it our recipe for growth and it's really based on the fact that over the last 6 or 7 years we have dramatically improved our upper rating capabilities across all functions, whether it's supply chain, you name it. and we put a big emphasis on cash flow, so you're right, we've got a very strong balance sheet, so when you combine the capabilities and a very strong balance sheets with a clear strategy, that's where this recipe for growth is delivering val
to the bottom line. is this going to be the strategy going forward because you've still got a great balance sheet after the acquisitions you've done? >> we stepped back a couple years ago and said let's have a really clear strategic roadmap as we go forward because frankly we looked in the mirror and said we need to start to transform this portfolio so we can deliver the kind of growth that will deliver the kind of shareholder value that we want to. and because of that, we put together a...
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Oct 18, 2012
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the bottom. much more on this developing and breaking story on the other side of the break. well, if it isn't mr. margin. mr. margin? don't be modest, bob. you found a better way to pack a bowling ball. that was ups. and who called ups? you did, bob. i just asked a question. it takes a long time to pack a bowling ball. the last guy pitched more ball packers. but you... you consulted ups. you found a better way. that's logistics. that's margin. find out what else ups knows. i'll do that. you're on a roll. that's funny. i wasn't being funny, bob. i know. >>> coming up in just a few moments on "power lunch," we have the latest on the fallout from google's early earnings release. some of wall street's biggest names call for action on the fiscal cliff. a live conversation with a congressman in the center of the storm. >>> and a whole lot of shaking going on, live coverage of california's biggest earthquake drill ever today on "power lunch." now back to scott and more of the guys and gals on "halftime.
the bottom. much more on this developing and breaking story on the other side of the break. well, if it isn't mr. margin. mr. margin? don't be modest, bob. you found a better way to pack a bowling ball. that was ups. and who called ups? you did, bob. i just asked a question. it takes a long time to pack a bowling ball. the last guy pitched more ball packers. but you... you consulted ups. you found a better way. that's logistics. that's margin. find out what else ups knows. i'll do that. you're...
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Oct 18, 2012
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that's why we don't try to time the bottom by buying all at once, the odds of being wrong are way too high. instead, the smart move, the way the pros do it and you should do it is buy on the way down. and the guys believe it. you know the stock's really done going down and you want to be all in because you're so sure you're getting in on the ground floor. in this game, you've got to presume there's a basement. if not several subbasements, okay? this notion is scaling into a position is a trick that helps you get around the difficulty of timing the market exactly. it is a trick. it's a little -- it's just something that i've used over time, just give me better prices. let's say you want to buy 400 shares of caterpillar, say it's trading at 90. you buy all four at once, then you know what? it trades down to 85. you're going to feel like a stooge. not larry, not moe, not curley. and worse, you'll have lost two grand practically in the blink of an eye. that's why we don't do that. if you want 400 shares, start small, buy 100 shares at $90, then you wait for a pullback, then if cat comes d
that's why we don't try to time the bottom by buying all at once, the odds of being wrong are way too high. instead, the smart move, the way the pros do it and you should do it is buy on the way down. and the guys believe it. you know the stock's really done going down and you want to be all in because you're so sure you're getting in on the ground floor. in this game, you've got to presume there's a basement. if not several subbasements, okay? this notion is scaling into a position is a trick...
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Oct 3, 2012
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given the recent news, the store up 20%. has the stock bottomed? >> you know, that is like, do you know what that stock is? it is a replacement ref stock. i'm not going to put any money on replacement ref stock. >> let's go to sebastian in alabama. >> booyah cramer. i have a question about lulu lemon. recently hit its 52 week high. when is a good selling point? >> today it went up because there was a noted money manager who did not say negative things about it. i think nike should have bought lululemon, it is a great growth story. i saw the stock on the move today. i said it goes higher still. the bulls at bank of america are right about costco the company. but the bernstein bears are going to be right about costco the stock. stay with cramer. >> coming up, seller's market? housing has been on the mend and real estate stocks have been soaring. tonight, cramer turns to the technicals to see if they are built to go higher or if their foundation is stable. >>> it is time for the lightning round. and then the lightning round is over. are you ready? sta
given the recent news, the store up 20%. has the stock bottomed? >> you know, that is like, do you know what that stock is? it is a replacement ref stock. i'm not going to put any money on replacement ref stock. >> let's go to sebastian in alabama. >> booyah cramer. i have a question about lulu lemon. recently hit its 52 week high. when is a good selling point? >> today it went up because there was a noted money manager who did not say negative things about it. i think...
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Oct 23, 2012
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look at the sectors. the bottom line, the damage is wide spread, not as bad as it was earlier. notice even defensive names like health care and consumer staples down more than 1%, a fairly rare occurrence. s & p materials down, of course, as we saw concerns about the dollar breaking out the new highs. there is some modest breakouts, tech stocks like microsoft and intel breaking out. some stocks that moved into positive territory, coach good earnings, whirlpool, great numbers from whirlpool, upped the 2012 outlook, ross stores and tjx, very tough months selling off along with the rest of the retailers, also have just gone positive today. little pieces of daylight starting to show. >> we will take that. thank you very much, bob. >> the nasdaq now the loews level in two months, seema mody following the big movers. seema? >> that's right. tech has been a lot of negative sentiment around tech, ever since earnings season kicked off, sue, i was speaking to brian marshall, he says tech investors are currently running for the hills as a fear of a global slowdown intensifies and says tha
look at the sectors. the bottom line, the damage is wide spread, not as bad as it was earlier. notice even defensive names like health care and consumer staples down more than 1%, a fairly rare occurrence. s & p materials down, of course, as we saw concerns about the dollar breaking out the new highs. there is some modest breakouts, tech stocks like microsoft and intel breaking out. some stocks that moved into positive territory, coach good earnings, whirlpool, great numbers from whirlpool,...
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Oct 24, 2012
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that's the only way they're going to boost the bottom line, cut down expenses. >> the bottom line is clearly boost by qe-3. that only affected the big banks. the big banks have a lot of wood chopping to do. you have efficiency ratios in the 60% range, which they should be in the 40% range. there's a long way to go. that takes real leadership. that takes real execution. it's been so easy for the banks for so long up to 2007, 2008 because they had the ability to leverage to the hit. they no longer have that ability. they have to show they no what they're doing and they're going to be profitable stewards of share holler capital. >> so you think we're going to see more layoffs on wall street. >> no doubt about it. >> wells fargo, a lot of people talk about that being the real beneficiary of the fed buying this $40 billion in mortgages every month. do you like wells right here? warren buffett, of course, saying he's buying it again. >> see, my take on wells going into the quarter was specifically about qe-3. i was positive about wells going into the quarter because of qe-3. the stock sold
that's the only way they're going to boost the bottom line, cut down expenses. >> the bottom line is clearly boost by qe-3. that only affected the big banks. the big banks have a lot of wood chopping to do. you have efficiency ratios in the 60% range, which they should be in the 40% range. there's a long way to go. that takes real leadership. that takes real execution. it's been so easy for the banks for so long up to 2007, 2008 because they had the ability to leverage to the hit. they no...
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Oct 30, 2012
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here's the bottom line. i have some good stock ideas that can get you the tail wind from the storm later in the show, but believe me, you would never buy these for the storm and they aren't trades. they are investments. the days you can trade off news that already occurred ended a very long time ago. bob in missouri. bob? >> caller: hey, how about a 2013 kansas city royals boo-yeah. >> what's up? >> i'm looking at priceline and expedia and all the hurricane is causing on the east coast with airline travels and hotels and cars. what short-term effect do you feel -- >> temporary blip. what matters more is that priceline presents great value for individuals and expedia represents great values for companies. i am part owner of the deberry inn and we use expedia. if you're a company you look at checker board through expedia. people are cutting their travel and entertainment people. they're cutting the travel desk, giving it to expedia. expedia is taking it over. very good story. kaitlyn in new york. >> caller: he
here's the bottom line. i have some good stock ideas that can get you the tail wind from the storm later in the show, but believe me, you would never buy these for the storm and they aren't trades. they are investments. the days you can trade off news that already occurred ended a very long time ago. bob in missouri. bob? >> caller: hey, how about a 2013 kansas city royals boo-yeah. >> what's up? >> i'm looking at priceline and expedia and all the hurricane is causing on the...
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Oct 18, 2012
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they missed on the earnings side. the bottom line. the stock was down 10% just like that. they halted trading for a couple of hours, just opened moments ago. we are still down about 8.7% right now. john ford, if you're larry page, what are you going to say on that conference call at 4:30 eastern time? >> boy, i'll bet you he wishes he had waited a few more days to get his voice back. i don't know. i think you just wantoe up front with investors about exactly what happened here and issues like co perclick, what's happening in mobile. i want to go to maria's question a moment ago about who's taking shares from google. i think the answer is nobody. google is gaining share in search. this is about how much money google makes off of eachlick and perhaps the overall growth trajectory of search. yahoo! is having trouble monetizing search in its deal with microsoft. google is gaining share overall. it's not a matter of search share here for ogle. >> great point, john. thanks for that. >> this is an industry-wide question right now, absolutely. >> i think the only company you can s
they missed on the earnings side. the bottom line. the stock was down 10% just like that. they halted trading for a couple of hours, just opened moments ago. we are still down about 8.7% right now. john ford, if you're larry page, what are you going to say on that conference call at 4:30 eastern time? >> boy, i'll bet you he wishes he had waited a few more days to get his voice back. i don't know. i think you just wantoe up front with investors about exactly what happened here and issues...
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Oct 9, 2012
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economic data are going to push markets up to the top of the range and down to the bottom of the range. tomorrow we are looking for weak data from japanese machine tool orders and from french and italian industrial production. >> thank you. 30 seconds on the clock. what do you look at tomorrow? >> unemployment got hit last friday. earnings season kicks off today with tough expectations as we had companies lowering guidance. a couple of names we are looking at. clean harbor exhibits a bullish signaling and impending rally. >> we'll leave it there. lathe, you are up for what you are watching for tomorrow's trading session. >> tomorrow we want to see the anecdotal evidence of the economic conditions. it may give us a glimmer to how much longer we can expect qe 3. the financial sector has been outperforming since the release of qe 3. we think negative on the dollar and bullish for gold. >> do you think the market is ahead of itself? >> in the short term but just for a couple of days. >> we'll leave it there. up next my thoughts on earnings season which has just kicked off. coming up back i
economic data are going to push markets up to the top of the range and down to the bottom of the range. tomorrow we are looking for weak data from japanese machine tool orders and from french and italian industrial production. >> thank you. 30 seconds on the clock. what do you look at tomorrow? >> unemployment got hit last friday. earnings season kicks off today with tough expectations as we had companies lowering guidance. a couple of names we are looking at. clean harbor exhibits...
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Oct 22, 2012
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the bottom. tough time for them. >> obviously, romney, his middle name is peabody, so big deal. he's staked out his coal plane, right? let's go to sharon epperson. >> we're looking at brent crude prices above $110 a barrel. rourke over the weekend in "the new york times" about u.s. and iran having direct talks. both countryings have denied claims bilateral talks are occurring. some more skeptical say, hey, iran has done this in the past just to buy time. so, we are looking at strength in the brent market. wti hoffing around the november numbers, and traders waiting for trans-canada keystone pipeline which was shut down on wednesday. we're watching the gold market, with gold prices above $1725 an ounce. rbc capital market says this is a wait and see situation here before the two-day fed meeting. we're also, of course, looking at what has happened from commitment of traders to money managers' long positions in gold and those have been reduced significantly over the last week. so, there is a great d
the bottom. tough time for them. >> obviously, romney, his middle name is peabody, so big deal. he's staked out his coal plane, right? let's go to sharon epperson. >> we're looking at brent crude prices above $110 a barrel. rourke over the weekend in "the new york times" about u.s. and iran having direct talks. both countryings have denied claims bilateral talks are occurring. some more skeptical say, hey, iran has done this in the past just to buy time. so, we are looking...
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Oct 2, 2012
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not a sign of the bottom. right now the iyr is approaching a gap area. we don't want it to fall into the gap. and stocks tend it fill in these gaps. which means if the iyir falls through the gap, it is going to the bottom at 61.50 like that. he doesn't think this etf will fall to 60. oh man that is a little more than four points below where it is right now. what about the weekly chart? is this longer term view less grim? collin sees a filmer of hope but also reasons to fear. it is a very long wedge pattern that is dating back over a year. the wedge is holding up. it looks to collins like history has been repeating itself. it has another long wedge pattern here. just like now that in the sum p mer of 2011. it is similar to what we are seeing right now and look what happened. it got crushed. momentum indicator, securities come in at 2011 it fell from an over bought position down to normal. look at this. the same thing that happened here is happening here. could it be doing that? i don't know. all would suggest that the real estate investment, they could be
not a sign of the bottom. right now the iyr is approaching a gap area. we don't want it to fall into the gap. and stocks tend it fill in these gaps. which means if the iyir falls through the gap, it is going to the bottom at 61.50 like that. he doesn't think this etf will fall to 60. oh man that is a little more than four points below where it is right now. what about the weekly chart? is this longer term view less grim? collin sees a filmer of hope but also reasons to fear. it is a very long...
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Oct 8, 2012
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it's amazing, here we are, 3 1/2 years off the trough of the economy, 3 1/2 years off the bottom of the market, up 115 some odd percent, and yet sentiment still remains extraordinarily negative, with people putting money into bond funds and taking the most overvalued asset class and taking money out of equity funds. so, the sentiment is more reflective of a market bottom, not a market top. >> hank, at the same time it looks -- >> guys, i don't think sentiment is quite as negative as the gentleman is stating. let's not focus on what they say. let's focus on what they do. last month we saw huge inflows into u.s. stock etfs. $18 billion versus $3 billion in august. in addition to which this entire rally since the end of june has been predicated on multiple expansion. that's positive sentiment. none of this has anything to do with economic growth. because the fact. matter is, it's just not there. profit growth isn't there, either. we're going to be down 2.6%. i think sentiment, actually, is way stronger than what the earnings would suggest it should be. >> scott, give us some takeaways of w
it's amazing, here we are, 3 1/2 years off the trough of the economy, 3 1/2 years off the bottom of the market, up 115 some odd percent, and yet sentiment still remains extraordinarily negative, with people putting money into bond funds and taking the most overvalued asset class and taking money out of equity funds. so, the sentiment is more reflective of a market bottom, not a market top. >> hank, at the same time it looks -- >> guys, i don't think sentiment is quite as negative as...
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Oct 16, 2012
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we haven't seen the bottom. but if time cycles independencade that it hasn't arrived yet, if the time cycles check off. i don't want to get trapped in the weeds here. the important thing here is as long as we have been learning, she has been dead right on using this. she has been the only person who has been dead right as we go through a ton of technicians looking for those who have nailed the right moves. so i take this stuff seriously. i think about gdp how high could the s&p go in her world? it could rally as high as 15.1857. the latest move makes broden more cautious. the broader analysis stands. the line in the sand remains. it drops below the september 4th line and broden says all bets are off. this is the problem with technicians. for now, things are looking pretty g we are far from the $1396 level. here is the bottom line. after a month, where the averages have been stuck in a rut. it is very much for real and the index might beginning the first legal of the run. perhaps one that i believe could take the
we haven't seen the bottom. but if time cycles independencade that it hasn't arrived yet, if the time cycles check off. i don't want to get trapped in the weeds here. the important thing here is as long as we have been learning, she has been dead right on using this. she has been the only person who has been dead right as we go through a ton of technicians looking for those who have nailed the right moves. so i take this stuff seriously. i think about gdp how high could the s&p go in her...
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Oct 5, 2012
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. >> i'm confident 2013 will be the bottom of the turn around. then you can look forward, i think, to good growth in 2014 and 2015 as those products kick in, the i think vestments we're making in things like i.t., sales, organization, and training. those things will start to kick in. i really think 2014 will be quite a bright year for hp. >> what do you think of what she said? do you have any sympathy for her? >> first of all, of course. any ceo who's in a tough position, it's a very you have to job. there's no question, as i've said before, that meg whitman was dealt a very tough hand because of a lack of investment in product development and research and development by previous administrations. the eds acquisition has essentially been completely written off now. on the other hand, it's also true that the autonomy acquisition, which was made with $10 billion worth of cash, that isn't paying off yet. i think the difficulty now, honestly, is it's not clear how much time they have. it's not clear that the things that meg is outlining, which are cle
. >> i'm confident 2013 will be the bottom of the turn around. then you can look forward, i think, to good growth in 2014 and 2015 as those products kick in, the i think vestments we're making in things like i.t., sales, organization, and training. those things will start to kick in. i really think 2014 will be quite a bright year for hp. >> what do you think of what she said? do you have any sympathy for her? >> first of all, of course. any ceo who's in a tough position, it's...
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Oct 20, 2012
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here is the bottom line. a good investor knows to expect the unexpected and keeping the portfolio diversified in any one sector. following the new diversification for maximum protection. gold, high yield, speculative stock, geographically safe stock. stick with cramer and i will tell you how to pick the best place in the crucial categories. loretta in arizona, loretta. >> jim, thank you for taking my call. here is my question. >> my pleasure. >> caller: regarding your suggestion of not investing more than 20% in any one sector, does this only apply to portfolios of individual stocks or do you calculate the stocks within your mutual funds as well? >> that's a great question. we don't talk much about mutual funds on the show. if your mutual fund is diversified itself, you could say, why do i even need to pick individuals stocks? that's why we have "mad money." a lot of people like to pick individuals stocks. i'm not necessarily encouraging, discouraging. this is how you do it if you want to. we're talking about
here is the bottom line. a good investor knows to expect the unexpected and keeping the portfolio diversified in any one sector. following the new diversification for maximum protection. gold, high yield, speculative stock, geographically safe stock. stick with cramer and i will tell you how to pick the best place in the crucial categories. loretta in arizona, loretta. >> jim, thank you for taking my call. here is my question. >> my pleasure. >> caller: regarding your...
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Oct 11, 2012
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here's the bottom line. whether it's the employment numbers, the steepness of the 2013 fiscal terrain, magnitude of earnings short falls or the surprises. the state of china's fortunes and the bipolar mine field of apple everything seems to be on the line every day. this is more confused by the fog of war than any i can recall for a long time. nate in california. nate. >> caller: cramer the dog, what's going on? >> the usual. what's going on? >> caller: i want to talk ebay. >> let's chat ebay. >> caller: all right. i bought it a few months ago. we both liked the stock. you have mentioned it a few times. it's up a little bit from a few months ago but it's on a dip now. they just released the new grouponesque thing with the daily deals. what do you think? >> i hate to use the word groupon within maybe a 42-mile radius of ebay. ebay is a terrific company if it were just a market. you know, the online flea market but it would be worth less. paypal is the future. nate the, i have to tell you. action owners plus.c
here's the bottom line. whether it's the employment numbers, the steepness of the 2013 fiscal terrain, magnitude of earnings short falls or the surprises. the state of china's fortunes and the bipolar mine field of apple everything seems to be on the line every day. this is more confused by the fog of war than any i can recall for a long time. nate in california. nate. >> caller: cramer the dog, what's going on? >> the usual. what's going on? >> caller: i want to talk ebay....
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Oct 17, 2012
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they haven't been making the top line for over a year now. >> if the bottom line is getting worse should we be more worried than we otherwise might be? >> yeah, and i think that's the point. one thing that's easy to forget is this was the quarter that ibm should have been fairly close to their numbers. they were launching a new main frame during the month of september. what's a little -- what's really worrisome is they said the third month of the quarter was the most challenging month. and then within that, if ibm said, you know what, the problem is europe. we'd all sit here, you know, that makes sense. the problem is north america and their growth market. that's where you have to sit there and go what does it mean for the future and everything else? ibm is a pretty big company. at the end of the month they're launching their newest product, and that's when you see the big uptick in demand. when you say the growth markets are a problem combined with north america, it looks like the problems are spreading from europe to potentially some of the other regions. we have to wait and see. the o
they haven't been making the top line for over a year now. >> if the bottom line is getting worse should we be more worried than we otherwise might be? >> yeah, and i think that's the point. one thing that's easy to forget is this was the quarter that ibm should have been fairly close to their numbers. they were launching a new main frame during the month of september. what's a little -- what's really worrisome is they said the third month of the quarter was the most challenging...
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Oct 17, 2012
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the values that we stand for. >> the bottom line is mitt romney actually had that right and the president still to the best of my knowledge, still has not explicitly called the attack the at benghazi an act of terror. a former clinton white house aid and author of outpub numbered chronicles of a manhattan conservative. has obama said it is a pre-planned terrorist attack? >> i have yet to hear it. he went on "the view" and went before the u.n., those were all opportunities and some cases where he was asked directly was this a terrorist attack. joy behar said hillary clinton defined this as a terror attack are you willing to do the same? he talked about the video and said we don't have enough information we're still investigating. how could they still be investigating and he not know at that point but several days later in the rose garden he did know. the time line doesn't make sense. >> are we wrong, keith? >> you're both completely wrong, you're wrong because several days later doesn't make any sense. it was the day after the attack when president obama went to the rose garden. you just p
the values that we stand for. >> the bottom line is mitt romney actually had that right and the president still to the best of my knowledge, still has not explicitly called the attack the at benghazi an act of terror. a former clinton white house aid and author of outpub numbered chronicles of a manhattan conservative. has obama said it is a pre-planned terrorist attack? >> i have yet to hear it. he went on "the view" and went before the u.n., those were all opportunities...
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Oct 31, 2012
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the easy money is from the u.s. here is the bottom line. the earning season has paused long enough thanks to sandy that we can catch our breath. and when we do, it is the companies that failed and chose not to go over sea so please don't stray too far from home if you want to invest in a way that would let you get some sleep last night. which is more than i had last night at the blaring local doubletree. >> thank you for taking my call. it is an honor to speak with you. this fly fishing instructor from the university of tennessee wants to know, what is up with ford? why is it not a rocket flying high? >> it's a rocket flying high in the united states but not in europe. >> it is a rocket flying too low in europe. where they were six years ago they decided to reinvent the company and close a lot of factories i think they will. but because of europe the stock has been a disappointment. devan in ohio. >> booyah, jim. i was wondering about disney. they had a deal with lucas films or something. >> i like that deal. i think bob did it again. they
the easy money is from the u.s. here is the bottom line. the earning season has paused long enough thanks to sandy that we can catch our breath. and when we do, it is the companies that failed and chose not to go over sea so please don't stray too far from home if you want to invest in a way that would let you get some sleep last night. which is more than i had last night at the blaring local doubletree. >> thank you for taking my call. it is an honor to speak with you. this fly fishing...
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Oct 30, 2012
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that's the same year it says the acquisition will become accretive to disney's bottom line saying it plans to release more films in the star wars franchise every two to three years. >> this was also a very unique opportunity. when you look at the world of entertainment, there's almost nothing like this. this is one of the most iconic, one of the most successful, one of the highest quality entertainment brands that exists in the world. and we thought it was a wonderful opportunity for this company to bring it in to disney and continue the great legacy that george created over 35 years ago. >> reporter: bob iger told me lucas films consumer products licensing is on par when it bought a studio for $4 billion back in 2009, saying this year licensing revenue would be over $215 million. a number that disney is sure to grow when it releases more films. george lucas told me he specifically wanted to sell to disney as he moves into semiretirement, he'll continue to work with the company, as well as disney's success and its acquisition for pixar which it bought in 2006 for $7.4 billion. george
that's the same year it says the acquisition will become accretive to disney's bottom line saying it plans to release more films in the star wars franchise every two to three years. >> this was also a very unique opportunity. when you look at the world of entertainment, there's almost nothing like this. this is one of the most iconic, one of the most successful, one of the highest quality entertainment brands that exists in the world. and we thought it was a wonderful opportunity for this...
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Oct 20, 2012
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here is the bottom line. a good investor knows to expect the unexpected and keeping the portfolio diversified in any one sector. following the new diversification for maximum protection. gold, high yield, speculative stock, geographically safe stock. stick with cramer and i will tell you thousand pick the best place in the crucial categories. loretta in arizona, loretta. >> jim, thank you for taking my call. here is my question. >> my pleasure. >> caller: regarding your suggestion of not investing more than 20% in any one sector, does this only apply to portfolios of individual stocks or do you calculate the stocks within your mutual funds as well? >> that's a great question. we don't talk much about mutual funds on the show. if your mutual fund is diversified itself, could you say, why do i even need to pick individuals stocks? that's why we have "mad money." a lot of people like to pick individuals stocks. i'm not necessarily encouraging, discouraging. this is how do you it if you want to. we're talking abo
here is the bottom line. a good investor knows to expect the unexpected and keeping the portfolio diversified in any one sector. following the new diversification for maximum protection. gold, high yield, speculative stock, geographically safe stock. stick with cramer and i will tell you thousand pick the best place in the crucial categories. loretta in arizona, loretta. >> jim, thank you for taking my call. here is my question. >> my pleasure. >> caller: regarding your...
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Oct 17, 2012
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the twiker, will roll at the bottom of the screen. don't just watch the debate, participate. use #cnbc2012. and watch your tweet roll at the bottom of the screen. >> welcome back for our special coverage all night tonight holding both the presidentand governor mitt romney accountable for what they claim during the debate. >> scott and the fact checkers are on the case. last time the obama campaign branded romney a liar in the first debate. what are you watching for again. >> we'll see if they do it again, how both navigate the facts. how do you twist the truth while looking a voter in the eye. how do you call out your opponent and from that same voter without looking petty or whiney. answer carefully. that's the difficult dynamic of the town hall format and why fact checking is especially important in this debate. last debate you know they tussled on taxes, on deficit, stimulus, health care. tonight foreign policy is fair game too. libya the middle east, china. we are armed with the facts but need your help, tweet us with #cnbc2012 or e-mail us investigations inc at cnbc.com.
the twiker, will roll at the bottom of the screen. don't just watch the debate, participate. use #cnbc2012. and watch your tweet roll at the bottom of the screen. >> welcome back for our special coverage all night tonight holding both the presidentand governor mitt romney accountable for what they claim during the debate. >> scott and the fact checkers are on the case. last time the obama campaign branded romney a liar in the first debate. what are you watching for again. >>...
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Oct 17, 2012
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in mortgages and refinancing has boosted the bottom line of the three banks, j.p. morgan, wells fargo and citigroup. by the way, i'll be addressing the regime change at citi later in the show. you know the one where they said everybody was expecting this one. except i can tell you that nobody was. see, when we see the employment this week, we can't understand the department sales stores, that doesn't compute. a know a lot of people strangely don't like it. what else is partnered at retail sa sales in how about automobiles, like what is that? 14.8, no, doing ten million, nine million the year before that, that is extraordinary, they're boom-time level figures, and it doesn't fit with the boom, because latin america, europe, and gm, but in this country? wow, they say go with the boom, the numbers say go with the boom, call me a numbers guy. we hear all about how the trading partners are struggling, you know asia is not as strong as it was. what matters is the trajectory, we know that the housing has gotten better, the oil bonanza has caused a huge amount of oil infra
in mortgages and refinancing has boosted the bottom line of the three banks, j.p. morgan, wells fargo and citigroup. by the way, i'll be addressing the regime change at citi later in the show. you know the one where they said everybody was expecting this one. except i can tell you that nobody was. see, when we see the employment this week, we can't understand the department sales stores, that doesn't compute. a know a lot of people strangely don't like it. what else is partnered at retail sa...
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Oct 9, 2012
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there was the peak in '07, the cascade through the financial crisis. march of '09, the bottom. then the recovery over fits and starts over the last three years or so. what about other asset classes in that time? the ten-year yield, for example. that's much lower than it was. our markets are getting back to almost where they were in stocks five years ago. yields are much lower, thanks, of course, to the federal reserve. we were in a 4, almost 5% range back then. now the yield on the ten-year is 1.7%. oil, remember the good days when we hit almost $150 in 2008? we're much lower than that now and wringing our hands as it approaches $100 a barrel right now. gold, how about gold? huge gains over that time. we were in the $500 range back in late '08. now, of course, $1765 per ounce. sector-wise, five-year performance, very defensive feel to it with consumer staples, discretionary, and health care among the leaders there. of course, technology a perennial gainer in this period. then the rest of them are negative. energy is among that group right there. let me talk with warren myers an
there was the peak in '07, the cascade through the financial crisis. march of '09, the bottom. then the recovery over fits and starts over the last three years or so. what about other asset classes in that time? the ten-year yield, for example. that's much lower than it was. our markets are getting back to almost where they were in stocks five years ago. yields are much lower, thanks, of course, to the federal reserve. we were in a 4, almost 5% range back then. now the yield on the ten-year is...
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Oct 31, 2012
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the company missing expectations both on the top and the bottom line. net profits for the third quarter actually fell 40%. this is a specialty chemicals company. most of its units very cyclical, depend on what overall the economy is doing. the auto sector, for example. and that pain was very much visible in the third quarter. in connection with that, we've got some of the commentary which really highlights some of the weaknesses. it saw further deterioration of the global economy and the slower than expected emerging market performance couldn't offset the weak picture that we saw in europe. but the bigger takeaway from the numbers today is the fact that the company actually lowered its full-year guidance. it now sees flat sales growth. this is really what's putting a lot of pressure on the stock. karen, back over to you. >> thank you very much. as we focus on earnings, the big news for the u.s. later today when they open up is a reaction to super storm sandy. new york being fairly hard hit with a lot of water flooding to the subways and also power outag
the company missing expectations both on the top and the bottom line. net profits for the third quarter actually fell 40%. this is a specialty chemicals company. most of its units very cyclical, depend on what overall the economy is doing. the auto sector, for example. and that pain was very much visible in the third quarter. in connection with that, we've got some of the commentary which really highlights some of the weaknesses. it saw further deterioration of the global economy and the slower...
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Oct 1, 2012
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it could politicize the making of monetary policy. >> the bottom line is the market can certainly take comfort and i gather it is today knowing that the fed, not that it needs to get it today, already knows the fed will remain stimulus for quite some time and we should let folks know the reason why you're in chicago, those certainly comments were echoed by charlie evans. >> i thought charlie added information when we got to ask him what he thinks happened next year. there is an open question in the statement. what happens after operation twist ends and charlie evans saying that he thinks they ought to maintain it or keep adding $85 billion to the balance every month and this is not through a twist context. he doesn't want them to shell short-term and buy long-term, he wants them to bias sets of 85 billion. he is out there saying i think it should be 2013 and a solid reaction in the gold market and also i think the stock, too, scott. >> yep. no doubt about that. steve liesman, thanks so much. >> i am sorry, one thing. i just want to add we'll be monitoring, he will be taking questions a
it could politicize the making of monetary policy. >> the bottom line is the market can certainly take comfort and i gather it is today knowing that the fed, not that it needs to get it today, already knows the fed will remain stimulus for quite some time and we should let folks know the reason why you're in chicago, those certainly comments were echoed by charlie evans. >> i thought charlie added information when we got to ask him what he thinks happened next year. there is an open...
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Oct 2, 2012
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here's the bottom line. when you fight the fed you're fighting the values the marketplace is putting on the impressionists and the expressionists, even those who paint in spots and dots. that's fine. nobody says you have to buy. but if you want to make the most money you need to recognize on a day like today, the moderns did end up being winners and if you fight the pricing, you may just be fighting the history of when the fed does its best painting. even if it is by the numbers. eddie in new york, please. eddie? >> caller: hi, jim. this is eddie from brooklyn. >> i was in brooklyn last week, i love it there. >> caller: okay. i never miss your show. but i have a question for you. what is your opinion of leg now that they're working with j.c. penney? >> well, they've been a terrific performer. it's in the bed business. and it's got some automotive. this is a stock that herb greenburg and i have agreed on. really well run company and i value his judgment on whether a company is doing the right thing or not. le
here's the bottom line. when you fight the fed you're fighting the values the marketplace is putting on the impressionists and the expressionists, even those who paint in spots and dots. that's fine. nobody says you have to buy. but if you want to make the most money you need to recognize on a day like today, the moderns did end up being winners and if you fight the pricing, you may just be fighting the history of when the fed does its best painting. even if it is by the numbers. eddie in new...
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Oct 27, 2012
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and here is the bottom line. as we move forward, don't let the lousy action of the last week frighten you. there are still worthwhile opportunities out there, treats, just harder to find and it takes a little more effort to identify them. tricks, but that's effort well spent, and i promise you we can do it together. i want to start with lucy in my home state of new jersey. lucy. >> caller: hi, jim. thanks for taking my question. i'm calling about decker's outdoor. decker's has been down 75%, the stock, from a year ago, the revenues are down 9%. the outlook looks bleak. can they reinvent themselves? >> there were still analysts recommending the stock going into today and they downgraded it. it's very clear the company lost control of its destiny, particularly costs going the wrong way. price going the wrong way. decker's, you got to let it settle. people are trying to get out. don't attempt to be in it. >>> adam in minnesota, adam. >> caller: booyah, jim, from minnesota. >> booyah. >> caller: i'm a 26-year-old inv
and here is the bottom line. as we move forward, don't let the lousy action of the last week frighten you. there are still worthwhile opportunities out there, treats, just harder to find and it takes a little more effort to identify them. tricks, but that's effort well spent, and i promise you we can do it together. i want to start with lucy in my home state of new jersey. lucy. >> caller: hi, jim. thanks for taking my question. i'm calling about decker's outdoor. decker's has been down...
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Oct 2, 2012
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key, look at the bottoms on the left, look at the bottom on the right, failure here could mean more downside and sue, they were cheering you on the floor when you did your interview with the new york ag and you know what they were screaming? that you should send him a copy of the september 30, 1999, "new york times" piece that said fannie mae eases credit to aid in mortgage lending. >> right. >> why doesn't he prosecute them? >> i think that's big question. >> there we go they are cheering in chicago. i just think we all remember those dark days of '08, rick, and we all remember when jpmorgan chase pushed back about buying bear sterns. >> they didn't want t then the government's smirk about t they pushed bear sterns into their lap and now that they are not going to prosecute mr. paulson for anything because he was smart enough to get intestimonification. maybe jamie dimen should have talked to some of us and got indemnification on that raw deal. >> maybe so love to hear from mr. dimon, certainly welcome his comments. >> never know how rick feels. >>> u.s. attorney general eric shah
key, look at the bottoms on the left, look at the bottom on the right, failure here could mean more downside and sue, they were cheering you on the floor when you did your interview with the new york ag and you know what they were screaming? that you should send him a copy of the september 30, 1999, "new york times" piece that said fannie mae eases credit to aid in mortgage lending. >> right. >> why doesn't he prosecute them? >> i think that's big question. >>...
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Oct 22, 2012
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heard from who beat on the bottom line but they weren't on the top line. they were light in terms of revenue and they warn there's a slowdown coming and will continue and we heard that from doug this morning, the ceo of caterpillar. it helped that stock. i'll get to that in a moment. we were down 110 points midday and then we started a comeback of sorts late in the day. but we did and we are now below or have been below 50-day moving average. one-year chart of the dow here. i want to see this carefully here. it's not that precise. what we might be doing is moving below the 50-day moving average and then testing it again to the upside. we'll watch that over the next day or so very carefully. the best performing dow component today was caterpillar. they set the negative tone this morning with the warning and here it is up 1.4% on the day. ge was the worst performer among dow components with the soft earnings on friday. it was down sharply that day and down 1.46% today. the dow is positive for the day. despite that, here's something we haven't talked about in
heard from who beat on the bottom line but they weren't on the top line. they were light in terms of revenue and they warn there's a slowdown coming and will continue and we heard that from doug this morning, the ceo of caterpillar. it helped that stock. i'll get to that in a moment. we were down 110 points midday and then we started a comeback of sorts late in the day. but we did and we are now below or have been below 50-day moving average. one-year chart of the dow here. i want to see this...
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Oct 3, 2012
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the question is what does that do to the bottom line. and the ipad as i said before is much less profitable than the iphone and you probably will have the same thing with the ipad mini. >> when you look at the management team right now at the helm of apple, do you feel like some of the potential missteps, whether the maps or how we're introducing a mini ipad, do you think the street will look at apple tv less favorably, less anticipatory, kind of less excited? >> i think that the mistakes they've made, obviously with maps being the big one, we had those with steve jobs, too. so there's really nothing there. apple has rolled out a bunch of dud products. they've survived. the issue is can they get the hits that really drive it, do they address the mistakes. and i think that they will. going forward, the apple tv, everyone was tremendously excited about it earlier this year and it's disappeared from the radar screen. so the question is what happens with that. an that wi and that will be a key product early next year. we've seen this year al
the question is what does that do to the bottom line. and the ipad as i said before is much less profitable than the iphone and you probably will have the same thing with the ipad mini. >> when you look at the management team right now at the helm of apple, do you feel like some of the potential missteps, whether the maps or how we're introducing a mini ipad, do you think the street will look at apple tv less favorably, less anticipatory, kind of less excited? >> i think that the...
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Oct 12, 2012
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but the bottom line is, it hurts the bottom line. we saw the same thing last year. as products get commoditized and retailers start throwing freebies in, it hurts gross margins. that's the story. >> how can a store call itself best buy if it isn't? >> well, that's a good question. i think they have no choice right now. they're losing share. walmart's getting very aggressive. they said they're ramping up orders in terms of their ipads and tablets so certainly best buy has to do something to get in the game here so they're really saying we're going to give the customer a freebie, match online pricing, we really need that thshare back. >> about 25% of consumers actually say they have used their cell phone to go in and price compare in a store. how big an issue is it, mr. binder, for the best buys and wall marmarts -- i can't imagin people are going into walmart and using their scanners on a box of detergent, but maybe on electronics. >> well, i think it is a real phenomenon. i think some retailers downplay it a little bit, but quite frankly, if you were doing those pri
but the bottom line is, it hurts the bottom line. we saw the same thing last year. as products get commoditized and retailers start throwing freebies in, it hurts gross margins. that's the story. >> how can a store call itself best buy if it isn't? >> well, that's a good question. i think they have no choice right now. they're losing share. walmart's getting very aggressive. they said they're ramping up orders in terms of their ipads and tablets so certainly best buy has to do...
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Oct 16, 2012
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the bottom line. we're too much like that old man in "north by northwest" who tells cary grant that a suspicious aircraft was dusting crops where there ain't no crops. we're looking for breakthroughs where there ain't no breakthroughs. and we're looking for cliffs where there ain't no cliffs. it's time to start focusing on where the breakthroughs truly are and what the consumer is really doing. only then can we start to make the money and not just the headlines and a lot of tepid air. donna in texas. donna? >> caller: yes, good afternoon, mr. cramer. >> how are you, donna? >> caller: i'm doing great. thank you for your book, "stay mad for life" that you sent me. >> you're terrific. thank you. >> caller: just a couple of questions. i've heard the rumor that texas instruments is selling their mobile chip business. and if this happens, i'd like to know what your opinion is of how this will affect ti and the future. and also what you think about ti's stock. >> well, you know, i saw that. i don't like to r
the bottom line. we're too much like that old man in "north by northwest" who tells cary grant that a suspicious aircraft was dusting crops where there ain't no crops. we're looking for breakthroughs where there ain't no breakthroughs. and we're looking for cliffs where there ain't no cliffs. it's time to start focusing on where the breakthroughs truly are and what the consumer is really doing. only then can we start to make the money and not just the headlines and a lot of tepid air....
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Oct 23, 2012
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i wouldn't be surprised if it is put in the bottom. want to pick one up.and then 3m shouldn't be in the same sentence. angist calculation in which ipads weren't selling that well. i say don't trade apple, own it. all i can tell you is it crushed the stock good. pin action could have not have been more lethal. >> you might ask, with apple 3m and dupont throwing pepper juice into the bull's eye, what positives did i spy? everyone sees the market going down. i'm looking at things underneath it you may not be seeing. first google. the hideous decline last week, google stopped goes down and rallied before straining the games. on a hard day, google closed up. i bet it continues the trend. facebook talks about the positives. and then there are the consumer names. >> let me tell you something that i don't think you know. it is not shocking that europe is bad. look, how about the consumer in america? coach? you see that? remember coach started the lapped land slide. but coach righted itself today and delivered a solid number. you know, if the m
i wouldn't be surprised if it is put in the bottom. want to pick one up.and then 3m shouldn't be in the same sentence. angist calculation in which ipads weren't selling that well. i say don't trade apple, own it. all i can tell you is it crushed the stock good. pin action could have not have been more lethal. >> you might ask, with apple 3m and dupont throwing pepper juice into the bull's eye, what positives did i spy? everyone sees the market going down. i'm looking at things underneath...
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Oct 23, 2012
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now, my question to you, is this the end of the world or are we going to go to the bottom and what is going to happen next? help me out. i don't think this is a major pull back. this is just a bit of a drift lower. we hold to our outlook. it would be a buying opportunity. there is a bright spot. a lot of companies with exposed earnings here. we had a down day on ge. 60% of companies are doing so. actually having a good quarter. this could soon turn into a buying opportunity. so we hear jeff . brian, everyone is talking about cat and 3m and dupont and i get that. let me ask you, were there other factors? there is a big story in today's "new york times" that benghazi ben bernanke is going to retire and some were worried that he did not perform as well last night. certainly the bernanke news was probably bigger than it was made out to be. we have no idea who the next chairman is going to be. on a day like today it raises uncertainty. the other thing i would say, it wasn't just earnings, it was dupont and dow cutting jobs. that is a dig decision for a company. is that a global recession?
now, my question to you, is this the end of the world or are we going to go to the bottom and what is going to happen next? help me out. i don't think this is a major pull back. this is just a bit of a drift lower. we hold to our outlook. it would be a buying opportunity. there is a bright spot. a lot of companies with exposed earnings here. we had a down day on ge. 60% of companies are doing so. actually having a good quarter. this could soon turn into a buying opportunity. so we hear jeff ....
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Oct 22, 2012
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the major, number of major indices produced bottoms. one in particular, august 9th and then subsequent bottoms. but the s&p cashed a leg and didn't make its low until october 3rd, october 4th. what we're looking at right now is a prospect of a possible one more move upside in the s&p cash which is the spx. all the way up to 1,478.03 to 1,485.33. and at that time, which should occur within the next 10 to 12 trading days, that the market should top out, that market, and the other indices such as the russell and small cap and technology indices that have already made their tops should recover anywhere from 40% to 60% of the recent declines and they will not confirm that peak, that rally. >> okay. >> tim seymour is trying to get in here. >> tom has been one of the littest secrets on wall street that guys have been buying for a long time. i characterize tom being different, he's less subjective than technical guys and i think you call him a mathematician. what we try to be, it's somewhat contrarian. great call on china. i think about six wee
the major, number of major indices produced bottoms. one in particular, august 9th and then subsequent bottoms. but the s&p cashed a leg and didn't make its low until october 3rd, october 4th. what we're looking at right now is a prospect of a possible one more move upside in the s&p cash which is the spx. all the way up to 1,478.03 to 1,485.33. and at that time, which should occur within the next 10 to 12 trading days, that the market should top out, that market, and the other indices...
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Oct 12, 2012
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and secondly we will get to the bottom of it. wherever the facts lead us, wherever they lead us, we will make clear to the american public because whatever mistakes were made will not be made again. when you're looking at a president, martha, it seems to me that you should take a look at his most important responsibility, that's caring for the massive security of the country. the best way to do that is take a look at how had he's handled the issues of the day. in iraq the president said he would end the war. governor romney said that was a tragic mistake, we should have left -- he ended it. governor romney said that was a tragic mistake. we should have left 30,000 troops. with regard to afghanistan, he said he will end the war in 2014. governor romney said we should not set a date. number one. and number two, with regard to 2014, it depends. when it came to osama bin laden, the president the first day in office, i was sitting with him in the oval office, he called in the cia and signed an order saying my highest priority is to ge
and secondly we will get to the bottom of it. wherever the facts lead us, wherever they lead us, we will make clear to the american public because whatever mistakes were made will not be made again. when you're looking at a president, martha, it seems to me that you should take a look at his most important responsibility, that's caring for the massive security of the country. the best way to do that is take a look at how had he's handled the issues of the day. in iraq the president said he...
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Oct 27, 2012
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and all three contributed to the disappointing bottom line. >> when i heard about the bottom line, wow, the housing economy strong, auto economy strong, but we have worries about the gridlock in washington. how much of the sudden decline in americas is related to washington? >> well, jim, i wish i could give you an exact bead on that. i will tell you, we saw it in both of our businesses, which is unusual, components and computers. in components, we saw deterioration through the quarter. july year on year, one picture, august looked worse and september looked worse. deterioration through the quarter, very surprising for us. after the june quarter, we thought we had seen a reset, signs of stabilization. it was deterioration through september, and we went through the disappointing last two weeks, when there is usually a big rush to spend the quarter-end budget. >> you invoked on the conference call, 2008-2009. i thought we put those bad days behind us, but it did make me feel like maybe i'm being too optimistic. >> yeah, jim. '08-'09, different for a couple of key reasons. a lot of the co
and all three contributed to the disappointing bottom line. >> when i heard about the bottom line, wow, the housing economy strong, auto economy strong, but we have worries about the gridlock in washington. how much of the sudden decline in americas is related to washington? >> well, jim, i wish i could give you an exact bead on that. i will tell you, we saw it in both of our businesses, which is unusual, components and computers. in components, we saw deterioration through the...
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Oct 19, 2012
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is that the bottom, bottom line? >> yeah. especially when you look at other asset classes. i mean, we look at the euro. that was barely down today. you look at bonds. they weren't reaching for bonds. the dollar index was barely up. it wasn't up 1% or 2%. it was up less than a half percent, i believe. so it was. it was people repricing, getting out of tech stocks that for some reason they didn't see before that there actually might be a problem in europe. and now we've certainly gone the other direction from where we were on september 13th, 14th. the euphoria over the policy action. now we're at that despair of wow, everything could be really terrible. and i'm with you, larry. i think this is a buying opportunity here. >> well, i'm glad to hear that because you know more about it than i do. steve weiss, welcome back to the program. >> thanks, larry. >> i just want to go -- look, for the week stocks were up a wee bit. for the week. okay? i like that. not the nasdaq and the technology sector. but when you look down the list of these stocks, and here's where i'm going, because
is that the bottom, bottom line? >> yeah. especially when you look at other asset classes. i mean, we look at the euro. that was barely down today. you look at bonds. they weren't reaching for bonds. the dollar index was barely up. it wasn't up 1% or 2%. it was up less than a half percent, i believe. so it was. it was people repricing, getting out of tech stocks that for some reason they didn't see before that there actually might be a problem in europe. and now we've certainly gone the...
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Oct 29, 2012
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here's the bottom line. not only do you have a chance to buy it low historical prices, but it should get a big boost from food stamp business. again, though, this is not a trade. it's an investment. jax in new york. jack. >> caller: jimbo, boo-yeah. >> what's up? >> with the large retailers in the u.s. will cds caremark be hurt or helped? >> i think there's going to be a one-day and two-day. the fist day we'll say wait a second. i mean, initial and second. initial, they lost this number of days so numbers have to come down. then we're going to see how much merchandise they sold, what they really did and whether the fact is they were ready to replace, if they can replace all that was sold and then maybe people will say you know what, things are good. and then there's this other level, which is, you come in, you stock up and you buy things you didn't expect to buy. that's what the former ceo of costco talked about today. i think it could be happening have cvs. i think the stock is fine. not great, not bad, jus
here's the bottom line. not only do you have a chance to buy it low historical prices, but it should get a big boost from food stamp business. again, though, this is not a trade. it's an investment. jax in new york. jack. >> caller: jimbo, boo-yeah. >> what's up? >> with the large retailers in the u.s. will cds caremark be hurt or helped? >> i think there's going to be a one-day and two-day. the fist day we'll say wait a second. i mean, initial and second. initial, they...
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98
Oct 24, 2012
10/12
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the qe data we're about to hear, this is like the bottom of crude. i like to play that around this $31 level. the stop underneath at $28.50. i think there is room to the up side as we will see crude oil go back up to $100. yes, $100 by the end of the year, sue. back to you. >> yikes! yikes, jeff. thank you very much. see you in just a little bit. >>> the threat of state sponsored cyber terror is strike beingality the united states. it rises every day. this month secretary of defense leon panetta warned of a pearl harbor like attack. next, the man many says is responsible for developing cyber security in the first place. the ceo of checkpoint in a rare and exclusive interview right here on "power lunch." >>> as we head out, a look at the biggest percentage gainers on the nyse. spartech up 60%. china hydroelectric up 16%. lumber lick tate date quidators than 12%. back in a moment. in charge of . how they'll live tomorrow. for more than 116 years, ameriprise financial has worked for their clients' futures. helping millions of americans retire on their t
the qe data we're about to hear, this is like the bottom of crude. i like to play that around this $31 level. the stop underneath at $28.50. i think there is room to the up side as we will see crude oil go back up to $100. yes, $100 by the end of the year, sue. back to you. >> yikes! yikes, jeff. thank you very much. see you in just a little bit. >>> the threat of state sponsored cyber terror is strike beingality the united states. it rises every day. this month secretary of...
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196
Oct 11, 2012
10/12
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eye 196
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let me give you the bottom line, okay? you need to take advantage of the sell-off to buy what are going to be red hot momentum stocks as the rest of the year unfolds. they're being temporarily marked down before they become anointed by momentum-chasing hedge funds as we go into the home stretch. look at what happened to ulta and tractor supply today. they did really well, even as the rest of the market went down and stayed down. that's the pattern i'm looking for here. that's power of a growth stock that has been anointed in the fourth quarter, even as stocks suffer their worst two-day slide since the end of july. that's the power you want to be on the right side of as we slide into the new year. i want to take some phone calls, please. i want to talk to jeanie in new jersey. jeanie? >> caller: hey, jim, it's jeanie. i just moved to florida from new jersey, but i wanted to ask you about lowe's. i bought lowe's back in may, april-may at 32. and it had gone down ever since. in august it hit a low. now it's going back up. so
let me give you the bottom line, okay? you need to take advantage of the sell-off to buy what are going to be red hot momentum stocks as the rest of the year unfolds. they're being temporarily marked down before they become anointed by momentum-chasing hedge funds as we go into the home stretch. look at what happened to ulta and tractor supply today. they did really well, even as the rest of the market went down and stayed down. that's the pattern i'm looking for here. that's power of a growth...
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174
Oct 7, 2012
10/12
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how are you going to ensure enterprises are looking at oracle for the top-to-bottom solution? >> we have a much more complete sweep of things than cloud. not just the marketing automation. we do accounting and financial planning. and human capital management and talent management, all those things. so we have a complete suite of applications in the cloud. that's something a small company can't do. >> let me ask you, i came across a lot of quotes preparing for the interview. one is we do not write software, we write checks. >> good old quote. >> does that mean you are not considering raising the dividend? you are not going to do a big deal, how will you use the money with a dividend increase? >> we could do a dividend down the road. i'm just saying over the next couple of years senior management down to individual programmers and salespeople are focused on one thing, selling applications in the cloud, selling our platform in the cloud, and selling the infrastructure in the cloud. so we are laser-like focused on that kind of organic growth and that huge organic growth opportunit
how are you going to ensure enterprises are looking at oracle for the top-to-bottom solution? >> we have a much more complete sweep of things than cloud. not just the marketing automation. we do accounting and financial planning. and human capital management and talent management, all those things. so we have a complete suite of applications in the cloud. that's something a small company can't do. >> let me ask you, i came across a lot of quotes preparing for the interview. one is...
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Oct 31, 2012
10/12
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it might start up sooner and the markets hailed off towards the end of the day. >> the bottom line is people cannot get gasoline all over new jersey, right? i was talking to someone earlier who was saying that the gas guys in one station they were taking advantage and changing the price all over the place. what is this doing to the market? >> well the real problem in new jersey is that there's no electricity so the gas pumps, they could have all the gasoline in the world in the tanks but if they can't get it out of the ground it's not doing anybody any good. it's really a big mess out there. they need utilities to combine with the locals to turn off electricity to clear the trees out of the streets and first get everything running again. if they don't have electricity they're not going to get the gasoline. people are running their houses on generators and the generators will run out of fuel soon. i was talking to one guy he was talking about siphoning gas out of his car and happy he refilled it before the weekend so he could run the generator to keep his house going. it's a big mess.
it might start up sooner and the markets hailed off towards the end of the day. >> the bottom line is people cannot get gasoline all over new jersey, right? i was talking to someone earlier who was saying that the gas guys in one station they were taking advantage and changing the price all over the place. what is this doing to the market? >> well the real problem in new jersey is that there's no electricity so the gas pumps, they could have all the gasoline in the world in the...